Insurance Agency Client Success Coordinator

No insurance experience required. We can teach insurance. We can't teach attitude, ownership, and work ethic. About The Role We are not looking for a traditional insurance CSR. We are looking for someone who can help a growing agency provide an exceptional client experience while helping create opportunities for growth. This role is a combination of client service, onboarding, relationship building, organization, and appointment setting. The right person will help make sure clients are taken care of, tasks are completed on time, opportunities are not missed, and the agency runs smoothly. Most importantly, this role helps free the agency owner to focus on helping more clients and growing the business. WE ARE IN THIS TOGETHER. The best person for this role is usually someone who: Genuinely enjoys helping people Is organized and detail-oriented Takes ownership of their work Enjoys building relationships Naturally asks follow-up questions Notices opportunities others miss Is dependable and reliable Communicates well by phone, text, and email Learns quickly Doesn't require constant supervision People Who Often Excel In This Position Many successful team members come from backgrounds such as: Restaurant server Bartender Bank teller Apartment leasing agent Dental office coordinator Real estate assistant Property management assistant Customer service representative Hospitality professional Retail management If you've spent your career helping people, staying organized, solving problems, and building relationships, we'd love to meet you. What This Is NOT This is NOT a sit-at-a-desk-and-answer-the-phone position. This is NOT a role where you simply process paperwork all day. We are looking for someone who wants to become an important part of a growing business and make a direct impact on the client experience and agency growth. What Success Looks Like within your first 90 days: New clients feel welcomed and taken care of Follow-ups and onboarding items are completed on time The agency owner's calendar stays organized Opportunities for additional coverage are identified Tasks stay current and organized Clients receive exceptional service The agency runs smoother because you're here Compensation Base Pay $2,000 per month Bonus Opportunities $250 Monthly Bonus No overdue assigned tasks $10 Per Qualified Appointment Set Appointment completes and is held with the agency owner $20 Per Cross-Sold Policy Additional policy written for an existing customer $75 Per Life Insurance Policy Issued & Paid Resulting from an appointment you scheduled Why Join Our Agency? This is an opportunity to work directly alongside the agency owner and play a key role in building a growing business. You'll have the ability to learn insurance, client relationship management, sales processes, marketing, and small business operations while helping clients protect what matters most. We're looking for someone who wants more than just a job—we're looking for someone who wants to grow with us. Salary Range: $30,000.00 - $50,000.00 per year Benefits Annual Base Salary + Bonus Opportunities Flexible Schedule Hands on Training Mon-Fri Schedule Career Growth Opportunities Requirements Must either be currently licensed in P&C or willing to get licensed within 90 days Benefits Annual Base Salary + Bonus Opportunities Flexible Schedule Hands on Training Mon-Fri Schedule Career Growth Opportunities #J-18808-Ljbffr Farmers Insurance District 04